Revenue Ops​/RevOps Specialist - Hybrid CHI

Position Overview

Reporting to the VP of Revenue Operations with dotted-line reporting to functional leaders (CRO, CMO, or COO), the Sales Operations Specialist acts as a strategic advisor embedded within a specific go-to-market function.

The Revenue Ops/Rev Ops Specialist bridges Rev Ops capabilities (systems, process, data, and reporting) with functional needs, translating strategic goals into operational execution. This role combines business analysis, change management, training, and data-driven performance optimization to drive departmental success and revenue growth.

The ideal candidate demonstrates strong business acumen, analytical capabilities, stakeholder management skills, and the ability to influence without direct authority across multiple organizational levels.

• Partner with functional leaders to understand departmental objectives, challenges, and strategic priorities.
• Translate business requirements into systems, process, and data solutions in collaboration with Rev Ops teams.
• Identify opportunities for process improvement, automation, and operational efficiency gains.
• Conduct business requirements gathering for new tools, features, and workflow enhancements.
• Develop business cases and ROI analyses for proposed initiatives and system investments.

• Design and deliver training programs for new hires, system rollouts, and process changes.
• Create comprehensive onboarding materials, playbooks, and standard operating procedures.
• Lead change management initiatives to drive adoption of new tools, workflows, and best practices.
• Track adoption metrics and engagement levels to ensure successful implementation.
• Serve as the primary point of contact for functional teams on Rev Ops systems and processes.

• Create functional dashboards and operational trend reports tailored to departmental KPIs.
• Identify performance gaps through data analysis and recommend specific actions to improve metrics.
• Conduct root cause analysis on underperforming areas and develop corrective action plans.
• Present insights, trends, and action plans to functional leaders in regular business reviews.
• Monitor leading and lagging indicators to proactively flag risks and opportunities.

• Work closely with Rev Ops Ecosystem team (Salesforce System Lead, Marketing & Operations System Lead) to ensure systems support functional needs.
• Collaborate with Business Intelligence team to develop reporting requirements and validate data accuracy.
• Partner with other Business Partners (Sales, Marketing, Operations) to ensure cross-functional alignment and share best practices.
• Coordinate with Deal Desk, Proposal (RFP) Team, and Data Manager to optimize end-to-end revenue processes.

• Document and maintain process workflows, system configurations, and business rules.
• Ensure adherence to established processes and escalate exceptions appropriately.
• Identify bottlenecks and friction points in operational workflows and drive resolution.
• Support data governance initiatives by ensuring data quality and consistency within functional systems.
• Maintain system hygiene through regular audits and cleanup activities.

• 3-5 years of experience in business operations, sales/marketing operations, business analysis, or similar role within a SaaS or technology environment.
• Strong understanding of go-to-market functions and revenue operations principles.
• Demonstrated experience with CRM systems (Salesforce preferred) and marketing automation platforms.
• Proven ability to translate business requirements into system configurations and process workflows.
• Experience developing training materials, facilitating workshops, and leading change management initiatives.
• Strong analytical skills with ability to extract insights from data and make actionable recommendations.
• Excellent communication and presentation skills with ability to influence stakeholders at all levels.
• Proficiency in data visualization tools (Tableau, Power BI, or similar) and Microsoft Office Suite.

• Experience with in treasury, financial services, or enterprise SaaS software environment.
• Background in sales operations, marketing operations, or customer success operations.
• Familiarity with project management methodologies and tools.
• Experience with business process mapping and workflow optimization.
• Knowledge of Loopio, Hub Spot, or similar go-to-market tools.
• Certification in Salesforce Administrator, business analysis (CBAP), or project management (PMP).
• Proficiency in statistical programming languages (Python, R) for advanced analytics.
• Experience with ETL processes and data pipeline development.
• Knowledge of revenue operations metrics, sales funnel analytics, and customer lifecycle analytics.
• Background in business analysis, management consulting, or strategic planning.

• Strategic Thinking:
  Ability to connect departmental…